Training

With in-person, virtual, and on-demand training, you and your staff can learn in the manner that best fits you. From technical "how-to" training to best practices or positioning, we have a solution that can help.

We'll even customize our training to better meet your needs.

Virtual

Live from the MoneyGuide Studio, engage our experts in one of our Bootcamps to get up to speed on the skills needed to create and present quality financial plans.

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In-Person

Live training designed as a hands-on interactive lab where advisors gain an understanding of how to effectively use MoneyGuide with their clients.

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On Demand

Access videos, user guides, a searchable knowledge base, and our MoneyGuideProfessor online course in the Support Center.

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Coaching

Practice Management Coaching is a fully customizable, 1-on-1 session with a MoneyGuide coach who can focus on an advisor's specific needs.

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Upcoming Virtual Bootcamps

Foundational for MoneyGuidePro® & Elite Users (3, 2-hour sessions)

Three 2-hour sessions focused on the fundamentals of financial goal planning. (4 CFP® CE Credits)

Each two-hour session is designed to be hands-on and practical; using multiple case studies to illustrate real life scenarios. After our training, you will leave with the ability and knowledge of how to position, create, and deliver meaningful financial goal plans. For MoneyGuidePro® and MoneyGuideElite℠ users.

Price: $299

Where: GoToWebinar

Dates Time
Jul 09, 11, 16 2:00PM - 4:00PM ET Learn More
Aug 01, 06, 08 11:00AM - 1:00PM ET Learn More

Advanced for MoneyGuidePro® Users (3, 2-hour sessions)

Take planning to the next level by covering advanced features in MoneyGuidePro®. (4 CFP® CE Credits)

In these two-hour sessions we will be using a hands-on, practical approach; using multiple case studies to illustrate real life scenarios.

Price: $299

Where: GoToWebinar

Dates Time
Aug 13, 15, 20 2:00PM - 4:00PM ET Learn More

Advanced for MoneyGuideElite℠ Users (3, 2-hour sessions)

Take planning to the next level by covering advanced features including the new MoneyGuideElite℠ functionality. (4 CFP® CE Credits)

Our trainers will coach you through this hands-on, interactive course so you can gain an understanding of how to effectively use MoneyGuideElite℠ with your clients.

Price: $299

Where: GoToWebinar

Dates Time
Jul 23, 25, 30 1:00PM - 3:00PM ET Learn More

Foundational for Wealth Studios℠ Users (3x2-hour sessions)

Learn the foundations to create and analyze a financial plan using Wealth Studios℠ in this intensive, hands-on series (4 CFP® CE Credits)

Our trainers will coach you through this hands-on, interactive course so you can gain an understanding of how to effectively use Wealth Studios℠ with your clients.

Price: $299

Where: GoToWebinar

Dates Time
Aug 20, 22, 27 11:00AM - 1:00PM ET Learn More

MoneyGuide Practice Management Coaching

One-on-one Session

MoneyGuide's Practice Management Coaching is a fully customizable, 1-on-1 session with a MoneyGuide coach who can focus on an advisor’s specific needs.

Tell us about your firm, financial planning goals and initiatives, and we will provide a variety of tailored solutions.

Conversations may include:

  • A custom orientation to MoneyGuide based on the advisor’s business approach
  • Highlighting tips for implementing client portal, virtual data gathering, use of MoneyGuide in prospecting conversations
  • Best practices for delivering an engaging plan and positioning your solutions and advice
  • An in-depth review of an actual client case

Schedule a session to accelerate your learning curve and increase efficiency, scale and confidence using MoneyGuide.

Price: $249

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Paraplanning Certificant Program

Participants in the MoneyGuide Paraplanning Certificant Program will receive the training and support needed to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients.

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Create a Custom Training Event

We'll bring the case studies and interactive learning experience to your “door”. Collaborate with us to create a custom agenda so we can focus our time together on coaching your advisors on the best practices and positioning of key MoneyGuide features that resonate with your niche client base.

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Upcoming In-Person Events

MoneyGuidePro + Elite

Charlotte, NC

Jun 26 - Jun 27

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Seattle, WA

Jul 9 - Jul 10

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Oklahoma City, OK

Aug 7 - Aug 8

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Austin, TX

Aug 14 - Aug 15

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Pittsburgh, PA

Aug 27 - Aug 28

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Boston, MA

Sep 10 - Sep 11

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Wealth Studios

Seattle, WA

Jul 11

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